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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7426 results found

  1. I want when a proposal is pandadoc is created. to have an audomatic deal created on pipedrive with all the details. how to do that

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  2. Would like to be able to have an option in the Dashboard to see further than 1 year.

    43 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  3. support Loom video for documents like YouTube, Vimeo, Wistia, or Vidyard.

    49 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  4. add image on the form link

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  5. should be possible to define an indiviudal branding per document/ on a template level

    3 votes

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  6. Hide some pages from one of the signers

    52 votes

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  7. an email notification that an attachment is uploaded in the collect file fields.

    1 vote

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  8. We have noticed when some of our sales team sends the Panda link in their outlook email, it gets blocked by other companies. I think it may be because the link is so long with lots of characters. Not sure if there is an option for a shortened link.

    5 votes

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    0 comments  ·  Other  ·  Admin →
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  9. Would it be possible to add a "To Sign" tile to the Dashboard? It is an important piece of the document workflow that is not shown on the Dashboard. I used to go to the Inbox and the documents needing to be signed were at the top. Now they no longer are and you can't sort or filter the inbox, so I now go to Documents and sort. It would be more efficient though, if the app included a "To Sign" tile on the dashboard. Thanks in advance for considering this request.

    4 votes

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  10. Automatic calculations in fields (E.G. Document.CreatedDate + 7 Days).

    Ability to add a custom variable or field to calculate pricing and totals without using a pricing table or quote.

    180 votes

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    The status of this suggestion is currently unchanged. However, we now support a specific use case: calculating a date field based on the signature date (e.g. signing date + X days). To learn more about Autofill with Custom Date based on Signing Date, click here.

  11. 1 vote

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  12. 6 votes

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  13. ability to add custom bill value and delete pages/blocks for a document via mobile app

    6 votes

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    0 comments  ·  Mobile  ·  Admin →
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  14. Be able to move a user from workspace A to workspace B (at the moment you have to delete a user from workspace A and add a user to workspace B)

    5 votes

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  15. Set up field height and width while creating documents from a PDF via API

    11 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  16. Podio CRM integration

    12 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  17. Ability to edit the actual document totals in the application to accurately measure the amount of sales within a PandaDoc document.

    1 vote

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  18. 1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  19. Content Library search inside a folder

    13 votes

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  20. signature and document forwarding in forms

    15 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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